PSOL: Catfish have you given this one a look?
I also like PSOL for a long-term hold in my IRA. They do billing for Time Warner's VOIP services that are now being slowly deployed accross the country. Here's an excerpt of post 970 from RB from "TALLPAUL_30". These are some good details regarding Time Warner's VOIP roll-out:
The next few quarter's revenue will grow based on the number of cities online for a full quarter.
The 4th Quarter had only Portland, ME region, the 1st Quarter added the Carolina's.
The 2nd Quarter will have Kansas City, Columbus, OH, Rochester, NY for the full quarter.
While the new rollout cities will add to the revenues, the existing cities will continue to build as new customers switch from RBOC's (Regional Bell's).
This is only for Time Warner, what revenues will accrue from the rollout's of the other "unnamed Tier 1 Cable MSO could have a compounding effect.
TALLPAUL also made some good specualation about who the other new "Teir 1 MSO customer" could be in post 1018 on RB:
From C/Net News.Com, November, 2003 Publication
"Most U.S. cable providers are launching VoIP plans to challenge the telephone companies' stranglehold on the local and long-distance phone market. Cablevision is the second major U.S. cable provider to make a bigger commitment to VoIP in less than a month."
"In late October, Time Warner Cable announced plans to expand its "Digital Phone" service to four more cities."
"Meanwhile, the nation's top cable broadband providers, Cox Communications and Comcast, are still testing the technology, and both say they won't implement it until at least late next year."
It has to be Cablevision, since they announced their VOIP rollout in November, 2003.
Cox and Comcast are deferring until late 2004, or possibly later, plus Adelphia won't consider it while still in Chapter 11.
Their is no one left to qualify as "the other tier 1 Cable MSO", because they're the Big 5.
Cablevision is offering their VOIP service to 1,000,000 high-speed internet customers in the lucrative NYC Metro market.
It only gets better for the home-team.
TP
"Our houses are such unwieldy property that we are often imprisoned rather than housed in them." - Henry David Thoreau, Walden: Economy, 1854
